Champion Monitoring playbook

When your champion moves,
their new company is next.

Contacts on your open deals and customer accounts get re-checked, and leavers are followed to their new company.

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Where a champion's move gets missed

Not on the day they leave. In the months nobody checks.

3 ways it happens

The deal goes quiet

The person carrying your deal inside changes jobs, and the account stops answering before anyone knows why.

A warm contact somewhere new

Someone who already knows your product lands at a new company, and nobody reaches out.

Checked by hand, if at all

Checking every champion is nobody's job, so it happens once a deal is already lost.

Looking for Ex-Customer Recycling? It is this workflow, pointed at your customer accounts.

The contacts

You choose whose moves to watch

Filter on contacts linked to an open opportunity, or on contacts with a Total closed-won value. Save it as the view the workflow runs on. Only a contact with a LinkedIn URL on an ICP Yes account can be followed when they move.

The workflow

Your workflow re-checks each contact and follows anyone who left

Contact Qualification re-checks each contact on your schedule, with Follow contacts who changed jobs on. Someone who left is matched or created at the new company, then qualified and researched there. Each re-check spends credits, and Skip contacts that have already been qualified must be off. The fields you map in your CRM fill in as it runs.

What you get at each step Example
  1. 1Saved view
    From your CRM
    Contacts on open deals
    1 condition
    Has open opportunity equals Yes
  2. 2Contact Qualification
    ContactsFollow contacts who changed jobs: On
    Dana WhitfieldVP Revenue Operations at Acme Corp
    IBP: YesStill in the seat: the workflow ends here
    JBJonas BergVP Sales Operations at Northwind Traders
    IBP: No: Left the companyFollowed to the new company
  1. 3Account QualificationJonas Berg’s new companyJonas is matched or created there, and the company is qualified against your ICP.
  2. 4Account ResearchThe new companyProfiled: the business Jonas just joined.
  3. 5Play CopywritingA play for Jonas BergWritten from Jonas’s LinkedIn career history, not from your CRM.
  1. 6HubSpotSalesforcePipedriveZohoMicrosoft DynamicsAttioYour CRM
    In your CRMThe fields you map, filled as each step finishes
    AccountJonas Berg’s new companyICP StatusAccount ScoreResearch answers+ Map any other field
    ContactJBJonas BergIBP StatusThe play+ Map any other field
Who left

You see everyone who left in one filter

The old contact stays on the old account, marked No with the reason Left the company. The Left company quick filter lists them all, so your team can decide what the old account needs.

The new company

Your rep sees the new contact's career before writing

The contact's LinkedIn insights show their current role and what they post about. Their play is written from their LinkedIn career and the new company's research, not from your CRM history with them.

What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

See a champion's move become your next account

We will walk you through the contacts filter, the job-change setting and the Left company filter, on a real workspace.

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